The Event List shows the events that are accessible from your account.
The list excludes templates.
The list can be viewed as a List or in a Calendar.
Your preference persists when you return to the page.
If your account has sub-accounts, you see the events listed by sub-account.
If there are multiple levels of sub-accounts, only the next level down is shown.
Navigate down to a sub-account to see events in its sub-accounts.
To work on an event, click the event row in the list to open the Event Dashboard for that event.
If an event is in a sub-account, you would be working in that sub-account.
If you return to the Event List, it would list only the events in that sub-account (and any sub-accounts below it).
Add a New Event
Add a New Event opens a New Event modal window.
The modal offers two options.
The two options are: Go to Template Browser and Don't Use a Template — Start From Scratch.
Go to Template Browser goes to the Event Templates page, where you create an event based on a template event.
Don't Use a Template — Start From Scratch goes to the Add Event page, where you enter all the initial details.
Export List
Export List exports the list to an Excel or CSV file.
The export respects any filters you have applied.
Recent Items
The panel on the right lists shortcuts to recently accessed items.
These items include individual events, registrations, and forms.
Filters
You can limit the list of events displayed using various filters.
Your filter choices are remembered when you return to the Event List.
Click the Magnifying Glass button to apply filters you've changed.
Status
Status can be All or one or more individual statuses.
Status options include Testing, Live, Cancelled, and others.
Start/End Periods (unlabeled)
The options include All Events.
The options include Ongoing Events.
The options include Upcoming Events.
The option Starts in next Days (30, 60, 90, 180, 365).
The option Ended in last Days (30, 60, 90).
More
Click to select further filters.
More filters include Event Owner, Time Zone, Tags, Custom Event Fields, and Standard Event fields.
Search
The search field uses the prompt text "Name, Code, Location or External ID".
You can enter any word or part of a word to restrict the list to events with matching strings in the Event Title, Event Code, External Event ID, or Event Location (City, State or Country).
Example: Searching for "Conference" would return events such as "Sales Conference 2020".
Note: The filters are all applied as logical AND clauses.
For example, if the Status filter is Testing and you search on "Conference," you would not return a "Sales Conference" event that was Live.
Note about filters
The filters are all applied as logical AND clauses.
Event List Columns and Actions
Default Columns include Event Title and Start Date.
More columns can be added by selecting data fields in the column options.
Example additional columns include Capacity, Registered, Status, Availability, External Event Id, Date Created, Date Modified, Event Notes, Event Owner, Event Timezone, End Date.
Sorting
Clicking a column heading sorts by the values in that column.
Copying events
Click the copy icon in the last column to copy the event.
This takes you to the first page of the Copy Event Wizard.
In the wizard you can copy from previous events to copy down into a child account.
Preview form
Click the preview icon in the first column to preview an event's primary form.
Event List Details
Event Title is the name given to the event in Event Setup.
Start Date is the date the physical event will begin on site.
Location is where the event will be held.
Event Code is the unique code given to the event in Event Setup.
Complete is the number of attendees who registered and progressed completely through the registration form to the confirmation page.
Other Event Lists (FYI)
A Reviewer sees an event list of the events to which they have been assigned as a reviewer.
A Reports Only user sees an event list with the reports available to their assigned role.